24/7 Wall Street·Oct 24, 2026
The Aging Boomer Landlords: 5 Senior Housing REITs and What Their Yields Are Telling YouThe 70 million baby boomers have just started turning 80, and five landlords are racing to collect on that wave.
SBRA's top line has re-accelerated, with quarterly revenue rising from $176.1M in 2024Q2 to $249.6M in 2026Q3 and year-over-year growth reaching 31.3% in the latest quarter, suggesting a meaningful step-up in operating momentum.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.11-32.8% vs $0.16 | $250M+5.5% vs $237M |
Q3 2026 Aug 3, 2026 | -$0.10-158.4% vs $0.17 | $236M+7.5% vs $219M |
Q2 2026 Apr 29, 2026 | $0.16-4.0% vs $0.17 | $222M+6.0% vs $209M |
Q1 2026 Feb 12, 2026 | $0.11-35.3% vs $0.17 | $212M+7.0% vs $198M |
The 70 million baby boomers have just started turning 80, and five landlords are racing to collect on that wave.
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Pebblebrook Hotel (PEB) and Sabra Healthcare (SBRA). But which of these two stocks presents investors with the better value opportunity right now?
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #3Q26--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will issue its 2026 third quarter earnings release on November 2, 2026, after the close of trading. A conference call with a simultaneous webcast to discuss the 2026 third quarter results will be held on Tuesday, November 3rd at 10:00 a.m. Pacific Time. The dial-in number for U.S. participants is 833-461-5787. For participants outside the U.S., the dial-in number is 585-542-9983. The conference.
Acquisition Adds 33 Communities, +3,500 Units Under Management, Brings an Established Operating Team, New Capital Relationships and Regional Growth Opportunities Bonita Springs, Florida--(Newsfile Corp. - October 19, 2026) - Discovery Senior Living ("Discovery" or "DSL"), the largest and one of the most trusted seniors housing operators in the U.S., is pleased to announce that it has entered into a definitive agreement to acquire Sunshine Retirement Living ("Sunshine"), an established, multi-state seniors housing management company with a longstanding history in seniors housing ownership and operations. Under the terms of the transaction, Discovery will acquire 100% ownership of Sunshine's operating management company and join Discovery's family of management companies.
Benchmark SBRA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sabra Health Care REIT, Inc. (SBRA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.02 | $5.3B | 76.38 | 10.15% | 7.78% | 2.55% | 5.63% | |
| $245.01 | $176.55B | 126.51 | 35.82% | 10.67% | 3.15% | 1.13% | |
| $88.75 | $43.15B | 173.41 | 18.47% | 3.91% | 1.85% | 2.09% | |
| $48.19 | $14.35B | 20.31 | 13.95% | 57.66% | 13.66% | 5.21% | |
| $44.77 | $2.29B | 4.82 | 25.26% | 127.83% | 37.34% | 5.15% | |
| $38.21 | $9.03B | 25.30 | 108.79% | 59.16% | 8.07% | 3.33% |
Sabra Health Care REIT, Inc. (SBRA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sabra Health Care REIT, Inc. (SBRA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Aug 3, 2026·SEC
Jul 21, 2026·SEC
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Sabra Health Care REIT, Inc. (SBRA) stock FAQ — growth, dividends, profitability & financials explained
Sabra Health Care REIT, Inc. (SBRA) reported $919.1M in revenue over the trailing twelve months. Revenue was $774.6M in fiscal year 2025. That is 8703% more than the $8.8M of fiscal year 2010.
Sabra Health Care REIT, Inc. (SBRA) grew revenue by 23.4% over the trailing twelve months, compared with the twelve months before.
Yes. Sabra Health Care REIT, Inc. (SBRA) earned $71.5M in net income over the trailing twelve months (a 7.8% net margin).
Yes. Sabra Health Care REIT, Inc. (SBRA) pays a dividend that yields 5.63% at the current price, a high yield.
Sabra Health Care REIT, Inc. (SBRA) had a return on equity (ROE) of 2.6% over the trailing twelve months. That is below the market's typical 10-15%.
Sabra Health Care REIT, Inc. (SBRA) generated Funds From Operations (FFO) of $297.2M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Sabra Health Care REIT, Inc. (SBRA) offers a 5.63% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
